Purchases and Sales Made in Q2 2025 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q2 2025. The information is specifically focused on institutions that hold shares of Shell plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-8.38K- 8.79% |
$500K - $612K
|
86.9K
$6.25M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.81K- 38.65% |
$527K - $644K
|
14K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-10K- 4.05% |
$599K - $732K
|
237K
$17.1M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13.9K- 19.02% |
$830K - $1.02M
|
59.2K
$4.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-15K- 21.1% |
$896K - $1.1M
|
56.1K
$4.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-27.7K- 12.0% |
$1.66M - $2.02M
|
203K
$14.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-47.1K- 58.8% |
$2.82M - $3.44M
|
33K
$2.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-48.3K- 13.53% |
$2.89M - $3.53M
|
309K
$22.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-96.3K- 18.72% |
$5.76M - $7.04M
|
418K
$30.1M
|